AG
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
399 advisors
Number of Clients
1,755 clients
Average Client Portfolio
$181K average
Assets Under Management
$317.8M
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Advisor Information
Office location
1 Independent Drive, Suite 201, Jacksonville, FL, 32202
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam works as a financial consultant for Florida Financial Advisors and a registered representative for Trinity Wealth Securities, LLC, dedicating full-time hours to each. He also engages in fixed insurance sales for Florida Financial Insurance and manages Granville Financial, LLC for tax and administrative purposes, requiring minimal time.
Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
February 2023 - Present · 2 yrs 11 mos
Florida Financial Advisors, LLC
June 2022 - Present · 3 yrs 7 mos
State Registrations2 states
FLGA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.